Chewy, Inc.
Chewy operates an online destination for pet parents and partners, selling pet food, supplies, medications, health products and services through its websites and mobile applications. It serves customers across the U.S. and Canada and is headquartered in Plantation, Florida. Its offerings include products from approximately 4,000 brands, private brands such as Frisco, American Journey, Tylee’s, Vibeful and Get Real, and Chewy Pharmacy. Services include Autoship subscriptions, telehealth through Connect with a Vet, CarePlus insurance and wellness plans, PracticeHub tools for veterinary practices, and veterinary care at Chewy Vet Care clinics. Chewy also offers educational content through Chewy.com/education and PetMD.com. Chewy makes money by selling products and services to consumers online, including recurring purchases through Autoship. It also provides services and fulfillment support to veterinary practices through PracticeHub and offers advertising solutions to vendor partners. In 2025, Chewy operated 18 veterinary clinics under the Chewy Vet Care brand.
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Nine companies, including Chewy, Cash App, and Zenni, have pulled sponsorships from the 'I've Had It' podcast after hosts laughed at a clip referencing assassinated activist Charlie Kirk. The podcast apologized and donated to Everytown for Gun Safety. Similar controversies have affected ABC's Jimmy Kimmel and the 'Pivot' podcast.
Chewy reports growth in Autoship program and acquires Modern Animal, with analysts expecting 7% sales growth to $13.5B in 2026. Advance Auto Parts faces sales declines and mixed turnaround results, with 2026 sales expected to fall to $8.57B. Both companies' fiscal 2026 earnings estimates were provided.
Chewy (CHWY) is down 15.4% since Q2 earnings, trading at $22.31. Coupang (CPNG) reported $8.86B revenue, up 3.9% YoY, missing estimates, and is down 14.5%. Carvana (CVNA) beat expectations with $7.38B revenue, up 52.4% YoY, but is down 11.4%. Wayfair (W) reported $3.52B revenue, up 7.5% YoY, and is up 25.6%.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning CHWY (Chewy, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent CHWY coverage spans financial news, earnings and sector analysis.
In the last 30 days, CHWY insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($1.0M). The most active reporter was Billings William G., Chief Accounting Officer, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Potential short-term sell pressure as the brand faces negative publicity and loss of marketing channel.
Positive earnings outlook may support upside.
Shares likely face continued selling pressure as the market reacts negatively to the earnings miss.
Chewy may see modest upside if it sustains autoship growth and improves margins.
Earnings already priced; stock down 8.8% since report.
AlphAI scores every news story that mentions CHWY with an AI model for sentiment and relevance, and aggregates insider trades from Chewy, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Nine companies, including Chewy, Cash App, and Zenni, have pulled sponsorships from the 'I've Had It' podcast after hosts laughed at a clip referencing assassinated activist Charlie Kirk. The podcast apologized and donated to Everytown for Gun Safety. Similar controversies have affected ABC's Jimmy Kimmel and the 'Pivot' podcast.
Chewy reports growth in Autoship program and acquires Modern Animal, with analysts expecting 7% sales growth to $13.5B in 2026. Advance Auto Parts faces sales declines and mixed turnaround results, with 2026 sales expected to fall to $8.57B. Both companies' fiscal 2026 earnings estimates were provided.
Chewy (CHWY) is down 15.4% since Q2 earnings, trading at $22.31. Coupang (CPNG) reported $8.86B revenue, up 3.9% YoY, missing estimates, and is down 14.5%. Carvana (CVNA) beat expectations with $7.38B revenue, up 52.4% YoY, but is down 11.4%. Wayfair (W) reported $3.52B revenue, up 7.5% YoY, and is up 25.6%.
Chewy reported FY 2025 revenue of $13.7B, up 27.9%, with net income of $935M and a 6.8% net margin. DoorDash faces regulatory risks but shows strong growth. Chewy's stock fell 11% post-Q2 earnings, while DoorDash's DashPass customers drove 75% of U.S. grocery orders. Chewy is seen as a defensive play with potential for improvement.
Revolve (RVLV) reported Q2 revenue of $347.4M, up 12.4% YoY, beating expectations. Coupang (CPNG) reported $8.86B, up 3.9%, missing estimates. Chewy (CHWY) reported $3.33B, up 7.3%, in line with expectations. Amazon (AMZN) reported $200.6B, up 19.6%, beating estimates. All stocks except Amazon declined post-earnings.
The Amplify Online Retail ETF (IBUY) rose 3.14% in October as of the 14th, driven by gains in key holdings like FIGS, Etsy, Maplebear, Chewy, and Lyft. The ETF declined 3.64% in Q3, but e-commerce growth and AI tools support its outlook. U.S. e-commerce sales grew 12.2% YoY in Q2, per Census Bureau data.
Chewy reported $80.5M net income, raising its 2026 sales outlook to $13.46B-$13.57B. MercadoLibre's 2025 revenue grew 39.1% to $28.9B, with net income up 4.5% to $2.0B. Both face risks: Chewy cites competition and logistics, while MercadoLibre highlights credit and currency risks. Chewy trades at lower P/S and Forward P/E multiples than MercadoLibre, which grows faster but sacrifices margins.
Chewy (CHWY) shares fell 10.3% since its last earnings report. Q2 adjusted earnings met estimates at $0.36 per share, while net sales rose 7.3% to $3.33B, beating consensus. The company added 208K net active customers and raised its fiscal 2026 outlook. Management expects AI initiatives to generate cost savings. Free cash flow declined 15.5% to $89.5M, with $200M spent on share repurchases.
Chewy (CHWY) and Uber (UBER) are compared as investment options. Chewy reported $12.6B revenue, $222.8M net income in FY 2025, and has 21.7M active customers. Uber reported $52.0B revenue, $10.1B net income, and expanded via acquisitions. Both face competition and operational risks.
Chewy CHWY reduced its Chewy+ membership fee to $59/year from $79/year, adding benefits like free shipping and veterinary discounts. Analyst Nathan Feather of Morgan Stanley believes this could attract more subscribers, lowering the breakeven spending threshold. Chewy shares are down 20% in six weeks and 44% year-to-date.
